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Portfolio management teaser
From FinTech October 12, 2018

Time for a new breed of portfolio management tool

A new generation of portfolio management tools are now available which sit on top of wealth managers’ existing systems but offer more flexible and focused capabilities

Digital pensioners
From FinTech October 5, 2018

Putting technology at the heart of wealth management

It is not just millennials who are living in the digital age. Wealth managers must utilise technology to deepen relationships with clients of all ages

From FinTech September 7, 2018

The rise and relevance of investment marketplaces

Tech-led investment platforms provide a great tool for wealth managers to reach, engage and retain both existing and future clients

Andrew Wessels, The Marque
From FinTech August 24, 2018

Fintech on Friday: Take back control of your online profile, for a fee

Managing an online reputation is important and a new service, The Marque, offers individuals a SEO-friendly way to oversee their digital brands  

April Rudin WT Roundtable
From FinTech August 17, 2018

Private banks slow to unleash transformative power of tech

PWM gathered together an expert panel to discuss how far wealth managers have progressed in their digital journeys and identify the challenges they are likely to face going forward

Millennials ipad teaser
From FinTech July 27, 2018

Traditional wealth managers face uphill struggle to win over millennials

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

Luca Paolini, Pictet Asset Management
From FinTech June 22, 2018

Fintech on Friday: Emerging markets becoming centres of innovation

The technology sector has been a big driver of emerging market returns of late and there are now signs that these economies are becoming innovation hubs in their own right

Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Banks must prepare to grasp transformative power of technology

Although some private banks have made great strides in transforming their business models for the digital era, the inaugural Wealth Tech Awards process showed the majority still have a long way to go

Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Winners and highly commended

PWM's inaugural Wealth Tech Awards contains 25 global and regional categories, rewarding 22 institutions for their ability to use technology to transform their business models and contributing to drive growth, support advisers, enhance brand and improve client experience

Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Winners' profiles

      

Jonathan Wyatt, Protiviti
From FinTech March 27, 2018

Old and new: the rise of the hybrid proposition

Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings

Bicoin 0418
From FinTech April 6, 2018

Fintech on Friday: Should wealth managers cash in on crypto currency craze?

Crypto currencies are surging in popularity and wealth managers must decide whether to act now to take advantage of the opportunities or to play it safe and wait to see how things develop

Amin Rajan, Create
From FinTech May 24, 2018

Fintech on Friday: Alternative investments deal with digital disruption

Downward pressure on fees and the ability to connect with new client segments are driving digitisation in the alternatives sector

From FinTech March 23, 2018

Fintech on Friday: Cyber security must be central pillar in wealth managers’ digital journeys

Clients may take care to keep their online bank accounts safe, but are much more relaxed when it comes to social media. Wealth managers must ensure not only that their online platforms are secure, but educate their customers how to protect themselves online

Adam French, Scalable
From FinTech March 16, 2018

Fintech on Friday: Finding a way to make robo-advice pay

Establishing a successful robo-advisory platform is far from easy, as both traditional banks and tech start-ups have been finding out

Luigi Marciano, Objectway
From FinTech March 9, 2018

Fintech on Friday: Technology allowing wealth managers to move into mainstream

Servicing the retail market with high-tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano

Bitcoin 0218
From FinTech February 23, 2018

Should investors stay well away from bitcoin?

Mark Haefele, global CIO at UBS Wealth Management and Nigel Green, founder and CEO of deVere Group, argue whether cryptocurrencies are in a bubble or the next big thing

PWM 0218 cover
From FinTech February 16, 2018

Global Asset Tracker: Impact of technology key long-term play for wealth firms

More than 70 per cent of responders to PWM's Global Asset Allocation survey implement cross-sector investment themes, with interest in robotics and AI particularly high

World of wealthcraft
From FinTech January 12, 2018

The world of wealthcraft

Wealth managers are both trying to manage the fortunes of millennial gamers and incorporating gaming elements into their own offerings

Bitcoin teaser
From FinTech January 26, 2018

Bitcoin just the tip of blockchain iceberg

The skyrocketing value of bitcoin may have been getting all the attention, but behind the virtual currency sits an emerging crypto economy that is only getting bigger

Artificial intelligence
From FinTech November 17, 2017

Just how far can AI go in transforming wealth management?

The role Artificial Intelligence could play in wealth management is one of the big questions facing the industry, but the consensus seems to be that although AI’s potential is huge, it will never replace the human element 

Stephan Hug, Credit Suisse
From FinTech August 18, 2017

Building a front-to-back digital infrastructure

Wealth managers must have robust back-end technology systems in place if their client facing platforms are to operate efficiently

PWM_Perspectives_Series_logo_RGB
From FinTech October 25, 2017

Tech revolution accelerates private banking evolution

PWM’s Perspectives debate brought together some of Europe’s leading wealth managers to discuss how private banking institutions are rising to the digital challenge 

David Older, Carmignac
From FinTech November 10, 2017

How to position portfolios in an age of disruption

The pace of technological disruption is likely to increase in the years ahead. There will clearly be winners and losers from this upheaval – how should investors respond?

Patrick Barnert, Qumram
From FinTech July 14, 2017

Fintech on Friday: omni-channel under MiFID II – eradicating risks and ramping up revenues

Documenting client communications is now a top regulatory concern for wealth managers, but addressing this thorny compliance challenge can actually yield big business benefits

PWM Cover 0617
From FinTech June 20, 2017

Private banks’ tech transformation gathers pace

Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations

Guillaume Dufour, Dassault Systèmes
From FinTech June 23, 2017

Fintech on Friday: Digitisation the only choice for wealth managers

The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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